Accounts & Transactions
Recurring payments
Recognize and manage repeating income and expenses.
Recurring payments are transactions that happen on a regular schedule, such as rent, subscriptions, salary, or loan repayments. Marking them correctly helps you understand what repeats and what changes from month to month.
Before you start
Review several months of activity if possible. A recurring item is easier to confirm when you compare the same date pattern across more than one statement.
Steps
- Open a transaction that repeats.
- Confirm the merchant, amount pattern, and timing.
- Mark it as recurring or group it with the matching series.
- Review the next occurrence to make sure it still fits.
Review
Check recurring items before budget planning so fixed costs and expected income are clear. Update the series when the amount changes or the payment stops.
Common issues
- A subscription amount changes slightly each month.
- A seasonal charge looks recurring but only happens once a quarter.
- A salary payment lands a day earlier or later than expected.
- The same series was tagged in more than one account.